Plan for the future and keep more cash in your pocket. 

We’ll help your business thrive.

You’ve worked hard to build a business you love. You deserve to keep more of your hard-earned money and build your business around your life — not the other way around. As one of the few firms nationwide that’s certified in Profit First, our team can help you manage your business’ finances and see a tangible difference in cash flow in just one month. 

Profit First bookkeeping is our most comprehensive service that combines precise monthly bookkeeping with the transformative Profit First system and financial coaching. 

Peace Starts Here

Here’s how it works. 

1

Schedule a discovery call.

In a 60-minute call, we’ll hear your needs, challenges and goals. Even after this initial conversation, you’ll leave equipped with action steps to begin working towards your goals. 

2

Get a plan.

Receive a custom plan to get started. We’ll determine the best way we can serve you and empower your business to overcome its obstacles. 

3

Pocket more cash.

Our clients consistently report that after just four weeks, they can see a tangible difference in their business. We design our programs to get you perfect books and then we keep them there. 

Begin maximizing your profit today.

What we can do for you:

Eliminate debt

We’ll help you get out of debt by cutting unnecessary spending and streamlining your budget.

Set aside cash

We’ll make sure you designate your money for specific purposes so you can rest easy when tax season comes around or business is slow.

Predict profit

We’ll help you gain financial clarity so you can anticipate your cash flow more accurately.

 

Build healthy habits

We’ll give you the tools you need to understand your business’ finances and make profitability a habit.

Find financial freedom

You’ve worked hard to get to where you are. We’ll give you back time and money so you can stress less and profit more. 

Personal coaching

Once your bookkeeping is covered, you can opt to keep working with your own personal Profit First coach who can provide ongoing guidance. 

Three Paths to Profit

We know that every business has its own challenges depending on the size of the company, stage of business, clients it serves, and other factors. That’s why we created four paths to profit. Each of these paths is designed for businesses to start seeing results in as few as four weeks. During our Discovery Call, we will help you determine which is right for you and your business.

 
 

Profit First Implementation Coaching

This add-on plan combines monthly bookkeeping services with Profit First Coaching with a Certified Profit First Professional, implementing the proven method of cash flow accounting. 

  • Custom Profit Assessment 

  • 6-Quarter Roll-Out Plan and Strategy

  • Monthly coaching calls for one-on-one support and accountability

  • Improve bottom line profit and sustainability

 

Profit First Stand Alone Coaching

For those not currently benefitting from our bookkeeping services, our Profit First Stand Alone Coaching program can help you implement Profit First in 6 months with our Certified Profit First Professional to empower you to meet your goals. 

  • Custom Profit Assessment and Roll-Out Plan

  • Full implementation of Profit First method

  • One-on-one coaching and accountability calls with a Certified Profit First Professional

  • Help in identifying opportunities for improvements in your business

  • Accountability to improve bottom line profit and sustainability

  • Have questions? Schedule a one time Free Discovery Call with our Certified Profit First Professional

 

Profit First “Live” Group Coaching Program

Join a cohort of like-minded business owners and a Certified Profit First Professional. The group will meet twice weekly via Zoom for step-by-step implementation in 6 weeks. 

  • Learn the basics of the Profit First method of cash flow accounting

  • Create your Profit Assessment 

  • Resources & Workflows for success

  • Benefit from working alongside others in the group

  • Access to online learning platform & resources

  • Get the inspiration you need to put Profit First!

  • Join the Waitlist for our next group offering

Testimonials: Profit First Coaching

  • “The Profit First Live classes were extremely helpful in helping me to understand the system and has allowed me to easily implement the system in my business on a daily basis. I'm excited to see how quickly the profit of my business will grow using the Profit First system.”

    April Smith, Founder and President

    Social Ape Marketing

  • “I started implementing this and it showed where some problems areas were. More importantly it showed what was working and what was needed to continue growth. Implementing this and some other changes has allowed us to grow and sustain this growth to over 300% for this year over last year. This growth would not be manageable or possible without Profit First and BYB leading the way.”

    Director of Communications,

    Loud and Clear Communications LLC

  • “Working with the team at Beyond Your Books is one of the best investments I've ever made for me and my company. As a small business owner, every dollar going in and out matters and I've never once questioned the value of the BYB Team. They make me feel secure in my finances and the peace of mind they provide me with daily is priceless.”

    Samantha Sohl

    SCS Creative Group

  • “We cannot speak highly enough about Holly's Profit First coaching and the incredible impact it has had on our business. She walked us through every step of the process and was able to help us apply Profit First to our unique business and goals. The education and mentorship we received was one of the best decisions we have ever made as a business. Not only did she teach us how to effectively manage our finances, but she also provided us with the tools and strategies to implement Profit First in a way that worked for our specific needs...

    Wick Pilates, Studio Owners

  • …Thanks to Holly's guidance and expertise, we have been able to achieve greater financial stability and profitability. We are now able to make informed decisions based on accurate financial information and have greater control over our finances. Overall, Holly's Profit First coaching has been invaluable to the success of our business. We are so grateful for her and the team at Beyond Your Books. Thank you for everything!”

    Wick Pilates, Studio Owners

 Find out which path is right for you